|
⚲
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| Sandia Wealth Management LLC
✚
| |
|---|---|
| CRD # | 159402 |
| SEC # | 801-122537 |
| CIK # | |
| AUM | $162.4 MM (2024-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 505-296-1100 |
| Address | 9201 Montgomery NE Suite 401 Albuquerque, NM 87111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 59.1 |
| (b) Individuals (high net worth individuals) | 46 | 91.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 162.4 |
| By Discretionary | ||
| Discretionary | 361 | 146.9 |
| Non-Discretionary | 139 | 15.6 |
| Total | 500 | 162.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.4 | |
| Total | 500 | 162.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
Gregory Lyle & Co
✚
|
WA | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |
|
Woodfield Financial Advisors Inc
✚
|
IL | 0.2 |
|
Cayside Partners LLC
✚
|
FL | 0.2 |
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |
|
Para Wealth Advisors Inc
✚
|
WA | 0.2 |